Long-term investor
Mmbg Investment Advisors Co. @mmbginvestmentadvisorsco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001765876).
Record
- Tracked since 2025-06-30 (434 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days +10.8% · 6 months +8.2% · 1 year +21.0% · all +21.0%
- Max drawdown -6.3% · Sharpe 0.91 · win rate 40% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 9.6% · long · since 2025-06-30
- GOOGL · 9.0% · long · since 2025-06-30
- AMZN · 7.5% · long · since 2025-06-30
- MSFT · 6.0% · long · since 2025-06-30
- BWMX · 4.6% · long · since 2025-06-30
- NVDA · 4.3% · long · since 2025-06-30
- META · 4.0% · long · since 2025-06-30
- JPM · 3.9% · long · since 2025-06-30
- MU · 3.0% · long · since 2025-06-30
- GS · 2.9% · long · since 2025-06-30
- GOOG · 2.9% · long · since 2025-06-30
- XLV · 2.2% · long · since 2025-06-30